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It’s not counterintuitive or selfish — unprofitable firms forced to close their doors can’t serve clients. At first, the title of this article might seem like an impossible contradiction. After all, it is a dictum in the RIA space that
Here’s how to spend less time justifying your value and more time guiding clients to toward their hopes, values and and dreams. There’s a great story about a company with a broken-down piece of equipment. Unfortunately, the equipment was essential
Here’s a story about two houses. One belonged to a baby boomer, and it was his pride and joy. He graduated from college in the early 1970s, got his first job, and started saving. When he received a small inheritance
In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require
By the year 2030, women are projected to control $30 trillion in financial assets in the US alone. That is not just a headline. It is a call to action for an industry that, by its own metrics, still struggles
Star Trek fans of The Next Generation and later iterations of the popular sci-fi series are familiar with the motto of the Borg, the humanoid-cyborg race bent on galactic dominance: “Resistance is futile.” In some ways, the Borg have provided
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